See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,384 | $81,248-76.1% | $155,509-87.5% | $80,856-76.0% |
| Participation rate | 72.9% | 66.2%+6.7pp | 78.2%-5.3pp | 67.6%+5.3pp |
| Annual return | 11.09% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,288 | $3,100+6.1% | $4,672-29.6% | $2,755+19.4% |
| Participant deferral / active EE | $1,352 | $3,452-60.8% | $5,626-76.0% | $4,296-68.5% |
| Admin fee / account holder | $1,588 | $7,997-80.1% | $15,912-90.0% | $6,918-77.0% |